Is Oracle Ai the leader?

Is Oracle Ai the leader?

1) Dollar-won closes at 1,470 won range
Last night, the dollar-won (REGN) exchange rate closed at 1,472 won, up about 4 won from the previous day. Since the mention of measures to stabilize the exchange rate with the National Pension Service and others last week, there has been a wariness about 1,470 won, but the market showed weak sentiment by expanding the gains at the end of the London session. The dollar-yen exchange rate also hit a new high in January, threatening the 158-point level

2) Oracle CDS In Spotlight As AI Risk Hedge
Oracle is rapidly emerging as an AI risk indicator in the credit market. Traders flocked to Oracle Credit Default Swap (CDS), noting Oracle’s lower credit rating than its competitors. Oracle’s five-year CDS premium has tripled in recent months to around 111 basis points per year. “As is common in the market, liquidity creates liquidity, and once that cycle begins, it tends not to stop easily,” TD Securities said

3) Conflicting U.S. Employment Detail Indicators
U.S. employment rebounded in September, but unemployment also rose, highlighting conflicting trends in the labor market. Non-agricultural employment rose 119,000 to beat expectations, but the unemployment rate rose to 4.4%, the highest in nearly four years. Previous indicators showed “low employment and understaffing,” but the recent announcement of mass layoffs has raised concerns about job security among Americans

4) the Fed’s prudence
Cleveland Fed Governor Beth Hammack argues that lowering interest rates to support the labor market is feared to prolong high inflation and increase financial stability risks, which could further impact future downturns. Chicago Fed Governor Ostan Goolsbee also suggests that he is cautious about cutting interest rates in December. Fed Director Michael Barr said he should be cautious when considering further rate cuts as inflation remains 1 percentage point above the Fed’s target

5) Fed Director Cook ‘Focuses on Private Credit Risk’
Fed Director Lisa Cook urged to carefully monitor the possibility of unexpected losses in the private equity credit sector spreading across the financial system through complex connectivity structures with leveraged companies. “If the scale and complexity of the exposure are not transparently disclosed, certain sectors go through rapid growth, and the structure has not yet gone through a full credit cycle, there is a greater likelihood that additional things like recent cases will occur,” he said
(자료: Bloomberg News)